the latest Flash player

Davis: We think Amazon will ultimately be the big winner

5:52 PM ET Wed, 23 Nov 2016

Ward Davis, Caerus Investors founder and CIO, discusses big bets and traps in the retail sector.

Watch CNBC Live TV

You May Like
‹
›
Latest Videos
‹
- 02:13
  
  02:13 | 2 Hrs Ago
  
  If China trade deal comes through, there may be new all-time highs by end of quarter: Expert
- 07:53
  
  07:53 | 11:45 AM ET Thu, 14 Feb 2019
  
  Democrats want to reverse Trump tax cuts, economist says
- 03:30
  
  03:30 | 11:37 AM ET Wed, 13 Feb 2019
  
  Expect Cisco earnings to be in line, says analyst
- 06:30
  
  06:30 | 1 Hr Ago
  
  Amazon's decision to leave NY was a mistake, but can be fixed, says Kathryn Wylde
- 03:08
  
  03:08 | 22 Hrs Ago
  
  US considering 25% tariff on European auto imports
- 01:13
  
  01:13 | 3 Hrs Ago
  
  We won't let Saudi Arabia bypass 123 agreement: US deputy energy secretary
- 05:05
  
  05:05 | 7 Hrs Ago
  
  It's better to have a transatlantic cooperation: Raytheon International CEO
- 03:33
  
  03:33 | 5 Hrs Ago
  
  Kosovo PM: Trump's support has been 'very helpful'
- 04:34
  
  04:34 | 5 Hrs Ago
  
  Trump's message is having an impact on NATO: Secretary general
- 04:19
  
  04:19 | 8 Hrs Ago
  
  RDIF CEO: We support Mike Calvey
- 02:27
  
  02:27 | 7 Hrs Ago
  
  US is rising toward countering Russian aggression: US congressman
- 04:19
  
  04:19 | 7 Hrs Ago
  
  Osborne on ISIS teen: 'Just making people stateless is not really a solution'
- 00:56
  
  00:56 | 13 Hrs Ago
  
  News Update - The Look Ahead
- 03:54
  
  03:54 | 23 Hrs Ago
  
  Venezuela's future as U.S. imposes new sanctions
- 01:20
  
  01:20 | 1:54 PM ET Fri, 15 Feb 2019
  
  Protestors demand Amazon boycott
- 02:18
  
  02:18 | 1:54 PM ET Fri, 15 Feb 2019
  
  Even if there's trade deal, tech war continues: CIO
- 07:37
  
  07:37 | 18 Hrs Ago
  
  Zoetis CEO on health care for animals: Brazil is growing 'very fast'
- 00:55
  
  00:55 | 18 Hrs Ago
  
  Investors shouldn’t underestimate importance of trade deal with China
- 03:57
  
  03:57 | 18 Hrs Ago
  
  Cramer: Why investors can trust that Nvidia's stock is bottoming
- 00:57
  
  00:57 | 18 Hrs Ago
  
  Investors can trust that Nvidia's stock is bottoming: Cramer
- 06:49
  
  06:49 | 18 Hrs Ago
  
  Cramer's lightning round: Don't sell Disney yet—you'll want to own it long term
- 01:05
  
  01:05 | 18 Hrs Ago
  
  Cramer's Remix: This single statement by Nvidia speaks volumes
- 08:18
  
  08:18 | 19 Hrs Ago
  
  Johnson & Johnson CEO on Apple Watch collaboration: 'Ultimately, we're going to save lives'
- 01:04
  
  01:04 | 19 Hrs Ago
  
  JNJ CEO on Apple collaboration: 'Ultimately, we're going to save lives'
- 11:20
  
  11:20 | 19 Hrs Ago
  
  Cramer's game plan: Investors shouldn’t underestimate the importance of a trade deal with China
- 01:37
  
  01:37 | 19 Hrs Ago
  
  CNBC Tech Check Evening Edition: February 15, 2019
- 01:37
  
  01:37 | 19 Hrs Ago
  
  The Coke trade falls flat
- 05:09
  
  05:09 | 19 Hrs Ago
  
  This media stock is about to breakout
- 01:54
  
  01:54 | 12:00 PM ET Fri, 15 Feb 2019
  
  Logistical Nightmare: 4 trades
- 05:18
  
  05:18 | 19 Hrs Ago
  
  Trader sees extra life for Activision Blizzard
›
Top Videos
‹
- 11:20
  
  11:20 | 19 Hrs Ago
  
  Cramer's game plan: Investors shouldn’t underestimate the importance of a trade deal with China
- 10:02
  
  10:02 | 8:00 AM ET Fri, 15 Feb 2019
  
  From planes to vans, Amazon is rapidly expanding into shipping
- 04:31
  
  04:31 | 22 Hrs Ago
  
  It's going to be a nasty first quarter, says expert
- 03:42
  
  03:42 | 1:36 PM ET Fri, 15 Feb 2019
  
  Why this expert says EA's Apex Legends might be overhyped
- 02:18
  
  02:18 | 1:03 PM ET Fri, 15 Feb 2019
  
  Uber FY 2018 Results: Uber's losses narrowed, revenue grew
- 09:56
  
  09:56 | 11:29 AM ET Fri, 15 Feb 2019
  
  Wizards Owner Talks NBA, Commissioner, Amazon
- 49:53
  
  49:53 | 11:36 AM ET Fri, 15 Feb 2019
  
  President Trump makes remarks on border security and China
- 03:30
  
  03:30 | 10:50 AM ET Fri, 15 Feb 2019
  
  President Trump announces he'll declare national emergency to fund border wall
- 31:32
  
  31:32 | 7:00 AM ET Fri, 15 Feb 2019
  
  Investing legend Charlie Munger on investing, the buyback debate and much more
- 05:48
  
  05:48 | 9:18 AM ET Fri, 15 Feb 2019
  
  Pepsico CFO Hugh Johnston talks Q4 earnings and 2019 outlook
- 10:04
  
  10:04 | 8:01 AM ET Fri, 15 Feb 2019
  
  Here's what a luxury NYC real estate agent thinks about Amazon HQ2
- 01:42
  
  01:42 | 8:34 AM ET Fri, 15 Feb 2019
  
  January import prices down 0.5%, February NY manufacturing beats
- 10:37
  
  10:37 | 8:15 AM ET Fri, 15 Feb 2019
  
  NY Senator opposed to Amazon HQ2: I was fighting for my community
- 03:39
  
  03:39 | 7:00 AM ET Fri, 15 Feb 2019
  
  Watch this former Nvidia insider break down its earnings report
- 01:57
  
  01:57 | 6:38 AM ET Fri, 15 Feb 2019
  
  US-China trade talks to continue in Washington
- 00:48
  
  00:48 | 6:00 AM ET Fri, 15 Feb 2019
  
  Futures indicate slightly higher open despite weak retail data
- 11:30
  
  11:30 | 6:42 PM ET Thu, 14 Feb 2019
  
  The market's 'safe' stocks might not be so safe anymore, Jim Cramer says
- 05:24
  
  05:24 | 2:31 PM ET Tue, 12 Feb 2019
  
  How Amazon made record profits in 2018
- 00:47
  
  00:47 | 3:15 PM ET Thu, 14 Feb 2019
  
  Trump will sign border deal and issue national emergency, McConnell says
- 04:16
  
  04:16 | 2:48 PM ET Thu, 14 Feb 2019
  
  Amazon cancels plans for a NYC headquarters—Four experts debate the tech giant's decision
- 04:38
  
  04:38 | 11:54 AM ET Thu, 14 Feb 2019
  
  Amazon to proceed with Virginia, Tennessee plans, won't reopen HQ2 search
- 05:07
  
  05:07 | 11:47 AM ET Thu, 14 Feb 2019
  
  Amazon cancels plans for HQ2 in New York City amid opposition
- 10:08
  
  10:08 | 10:14 AM ET Thu, 14 Feb 2019
  
  Watch CNBC's full interview with Federal Reserve Governor Lael Brainard
- 09:02
  
  09:02 | 10:17 AM ET Thu, 14 Feb 2019
  
  Here are the 'headwinds' Coca-Cola CEO James Quincey sees for the company
- 02:37
  
  02:37 | 9:45 AM ET Thu, 14 Feb 2019
  
  Meet the wire fox terrier that won the Westminster Dog Show
- 08:56
  
  08:56 | 8:49 AM ET Thu, 14 Feb 2019
  
  Cisco CEO Chuck Robbins on Q2 results, 5G, China trade and much more
- 02:37
  
  02:37 | 8:31 AM ET Thu, 14 Feb 2019
  
  December retail sales drop dramatically
- 06:47
  
  06:47 | 7:51 AM ET Thu, 14 Feb 2019
  
  Why these millionaires want to raise taxes on themselves
- 11:08
  
  11:08 | 7:37 AM ET Thu, 14 Feb 2019
  
  Watch CNBC's full interview with Sen. Rick Scott
- 03:38
  
  03:38 | 6:00 AM ET Thu, 14 Feb 2019
  
  JP Morgan to launch its own cryptocurrency
›
Must Watch Videos
‹
- 04:38
  
  04:38 | 11:17 AM ET Fri, 15 Feb 2019
  
  SpaceX and Blue Origin face growing competition from China in the new global space race
- 05:59
  
  05:59 | 11:50 AM ET Thu, 14 Feb 2019
  
  Shake Shack's Danny Meyer changed the restaurant industry by breaking all the rules. Here's how
- 06:21
  
  06:21 | 11:51 AM ET Thu, 14 Feb 2019
  
  Beauty icon Bobbi Brown's formula for success—whatever your age
- 01:13
  
  01:13 | 9:56 AM ET Thu, 14 Feb 2019
  
  Shark Tank star Robert Herjavec's first big splurge cost about $6 million
- 04:25
  
  04:25 | 3:26 PM ET Wed, 13 Feb 2019
  
  Justin Wolfers: Biggest risk to strong U.S. economy is Trump in the White House
- 02:19
  
  02:19 | 9:10 AM ET Tue, 12 Feb 2019
  
  Millennial who earned $1 million before 30: Don't make these side hustle mistakes
- 06:41
  
  06:41 | 8:00 AM ET Tue, 12 Feb 2019
  
  Tesla has grand ambitions in China but the electric vehicle maker faces steep competition there
- 01:53
  
  01:53 | 6:28 PM ET Mon, 11 Feb 2019
  
  Gen Z is entering the workforce: Here's what they need to do to succeed
- 01:42
  
  01:42 | 12:50 PM ET Mon, 11 Feb 2019
  
  CNBC just went for a test drive at the last tank manufacturer in the U.S.
- 02:53
  
  02:53 | 2:06 PM ET Fri, 8 Feb 2019
  
  This is what it's like to break the internet with Ariana Grande
- 00:54
  
  00:54 | 12:40 PM ET Fri, 8 Feb 2019
  
  Here's what Maria Sharapova refuses to splurge on
- 06:39
  
  06:39 | 8:59 AM ET Sat, 9 Feb 2019
  
  A rare look inside the factory that makes iPhone's Gorilla Glass
- 07:31
  
  07:31 | 2:42 PM ET Fri, 8 Feb 2019
  
  Jeff Bezos 1999 interview on Amazon before the dotcom bubble burst
- 04:55
  
  04:55 | 8:46 AM ET Fri, 8 Feb 2019
  
  Why Australia hasn't had a recession in 27 years
- 01:40
  
  01:40 | 5:05 PM ET Thu, 7 Feb 2019
  
  Delta’s brand-new A220 planes finally take off
- 03:07
  
  03:07 | 10:51 AM ET Wed, 6 Feb 2019
  
  CNBC drives brand new $200,000 Lamborghini SUV
- 03:08
  
  03:08 | 9:28 AM ET Tue, 5 Feb 2019
  
  Scott Galloway: The two most important keys to succeed at work and in life
- 01:15
  
  01:15 | 4:14 PM ET Tue, 5 Feb 2019
  
  Boeing just unveiled a supersonic business jet
- 01:04
  
  01:04 | 1:23 PM ET Thu, 10 Jan 2019
  
  Ford reveals all-new Explorer with upgraded tech features
- 18:06
  
  18:06 | 8:00 AM ET Sat, 2 Feb 2019
  
  Why college is so expensive in America
- 05:18
  
  05:18 | 7:30 AM ET Mon, 4 Feb 2019
  
  Trade deal or no deal, the U.S. and China are still fighting for global power
- 01:02
  
  01:02 | 12:08 PM ET Mon, 4 Feb 2019
  
  SpaceX tests engine for new rocket that may take people to Mars
- 04:45
  
  04:45 | 2:36 PM ET Fri, 1 Feb 2019
  
  America is falling back in love with trucks and SUVs, and that's causing big changes at big car companies
- 05:00
  
  05:00 | 9:30 AM ET Fri, 1 Feb 2019
  
  Why NFL players are wearing this new custom 3D-printed helmet
- 07:17
  
  07:17 | 7:10 PM ET Thu, 31 Jan 2019
  
  NY Giants star running back Saquon Barkley on winning 2019 Pepsi NFL Rookie of the Year
- 06:46
  
  06:46 | 7:07 PM ET Thu, 31 Jan 2019
  
  Shaquille O'Neal on bringing his 'Fun House' to Atlanta for a carnival-themed Super Bowl party
- 02:03
  
  02:03 | 9:28 AM ET Wed, 30 Jan 2019
  
  This is 'Brooklyn Nine-Nine' star Terry Crews' biggest money mistake
- 05:03
  
  05:03 | 2:53 PM ET Tue, 29 Jan 2019
  
  How this high school went completely phone free by locking up student's phones
- 01:05
  
  01:05 | 2:52 PM ET Tue, 29 Jan 2019
  
  Amazon is selling prefabricated hospital rooms for $285,000
- 01:54
  
  01:54 | 8:55 AM ET Tue, 29 Jan 2019
  
  Suzy Welch: One trait that separates successful people from everyone else
›
CEO Interviews
‹
- 04:11
  
  04:11 | 10:18 AM ET Fri, 15 Feb 2019
  
  Canopy Growth co-CEO on Q3 earnings and the future for the cannabis industry
- 04:10
  
  04:10 | 1:55 PM ET Thu, 14 Feb 2019
  
  We're seeing healthy economy across all sectors: Ryder CEO
- 03:35
  
  03:35 | 11:59 AM ET Thu, 14 Feb 2019
  
  Survey Monkey CEO: We're a disruptive company with room to grow
- 07:05
  
  07:05 | 11:16 AM ET Thu, 14 Feb 2019
  
  Six Flags CEO: Share price doesn't align with our record performance
- 09:02
  
  09:02 | 10:17 AM ET Thu, 14 Feb 2019
  
  Here are the 'headwinds' Coca-Cola CEO James Quincey sees for the company
- 08:56
  
  08:56 | 8:49 AM ET Thu, 14 Feb 2019
  
  Cisco CEO Chuck Robbins on Q2 results, 5G, China trade and much more
- 04:25
  
  04:25 | 10:27 AM ET Wed, 13 Feb 2019
  
  BMW increasing production at South Carolina plant, says North American CEO
- 04:49
  
  04:49 | 11:52 AM ET Tue, 12 Feb 2019
  
  Watch CNBC's Interview with AT&T Communications CEO John Donovan
- 08:27
  
  08:27 | 11:44 AM ET Tue, 12 Feb 2019
  
  Watch CNBC's full interview with IBM Chairman and CEO Ginni Rometty
- 04:52
  
  04:52 | 11:10 AM ET Tue, 12 Feb 2019
  
  Textbooks at college bookstores are dead, says Chegg CEO
- 05:51
  
  05:51 | 10:26 AM ET Mon, 11 Feb 2019
  
  Spirit Airlines CEO Ted Christie on the effects of the shutdown, the consumer and more
- 04:22
  
  04:22 | 11:55 AM ET Fri, 8 Feb 2019
  
  Markets want constantly improving margins, says Zendesk CEO
- 07:12
  
  07:12 | 10:27 AM ET Fri, 8 Feb 2019
  
  The travel industry is extremely resilient, says Expedia CEO
- 10:59
  
  10:59 | 8:58 AM ET Fri, 8 Feb 2019
  
  Watch CNBC's full interview with AT&T Chairman and CEO Randall Stephenson
- 05:09
  
  05:09 | 1:53 PM ET Thu, 7 Feb 2019
  
  Watch CNBC's full interview with Dunkin' CEO David Hoffman
- 05:38
  
  05:38 | 11:23 AM ET Thu, 7 Feb 2019
  
  Match Group CEO: We haven't really seen anything like Tinder
- 14:59
  
  14:59 | 10:20 AM ET Thu, 7 Feb 2019
  
  Watch CNBC's full interview with BB&T CEO Kelly King and SunTrust CEO Bill Rogers
- 05:39
  
  05:39 | 9:48 AM ET Thu, 7 Feb 2019
  
  Watch CNBC's exclusive interview with Yum! Brands CEO Greg Creed
- 05:08
  
  05:08 | 2:29 PM ET Wed, 6 Feb 2019
  
  The whole news cycle has been very good for business: New York Times CEO
- 10:06
  
  10:06 | 1:47 PM ET Wed, 6 Feb 2019
  
  Watch CNBC's full interview with New York Times CEO Mark Thompson
- 10:10
  
  10:10 | 10:42 AM ET Wed, 6 Feb 2019
  
  Watch CNBC's full interview with Take-Two Interactive CEO Strauss Zelnick
- 03:43
  
  03:43 | 1:53 PM ET Tue, 5 Feb 2019
  
  Watch CNBC's full interview with Group 1 Automotive CEO Earl Hesterberg
- 05:28
  
  05:28 | 3:09 PM ET Fri, 1 Feb 2019
  
  DraftKings CEO says brand is investing in customer experience
- 09:57
  
  09:57 | 8:27 AM ET Fri, 1 Feb 2019
  
  Watch CNBC's exclusive interview with Exxon CEO Darren Woods
- 02:25
  
  02:25 | 10:52 AM ET Thu, 31 Jan 2019
  
  Diageo CEO: Consumers moving from beer to more premium spirits
- 06:22
  
  06:22 | 10:12 AM ET Thu, 31 Jan 2019
  
  UPS CEO: There's only a slight global slowdown
- 09:42
  
  09:42 | 10:25 AM ET Thu, 31 Jan 2019
  
  Watch CNBC's full interview with Mondelez CEO Dirk Van de Put
- 08:57
  
  08:57 | 9:54 AM ET Thu, 31 Jan 2019
  
  Watch CNBC's full interview with Chase Koch of Koch Disruptive Technologies
- 06:59
  
  06:59 | 8:20 AM ET Thu, 31 Jan 2019
  
  Chase Koch on how Koch Industries wants to disrupt metal manufacturing
- 12:14
  
  12:14 | 7:36 AM ET Thu, 31 Jan 2019
  
  The owner of the New England Patriots talks Super Bowl LIII
›

Davis: We think Amazon will ultimately be the big winner

You May Like

Latest Videos

Top Videos

Must Watch Videos

CEO Interviews

News Tips

CNBC Newsletters